In our strategic asset allocation Q&A, AJ Bell Investments Director, Ryan Hughes, is joined by Director of Personal Finance, Laura Suter. Together, they look back on 2023 and some of the key issues that had an impact on the AJ Bell Funds and MPS portfolios, before getting to grips with the outlook for 2024.
They go on to discuss:
- our asset allocation process
- the impact of the US markets on AJ Bell portfolios
- changes that were made to our portfolios in 2023
- the outlook for markets in 2024
- the likely direction of interest rates
- the long-term outlook for portfolio performance
Our full strategic asset allocation brochure is now available to download, alongside the latest AJ Bell Funds and Managed Portfolio Service portfolios.
Interested in complementing your investment strategy with our solutions? Our Business Development Team is on hand to answer any queries you may have, or simply provide further insight into our portfolios.
Financial adviser verification
This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below.
We will remember your preference, so you should only be asked to select the appropriate website once per device.